Bill Cates

They learn a little bit about those people before they go. They take the time to personalize their event networking. #networking #advisors

There are probably more, but I’ve identified seven reasons prospects resist taking your call or meeting with you. #advisors #prospects

A steady flow of referrals without asking with a strong emphasis on building personal relationships with clients by going the extra mile. #advisors

Since you don’t want to ask too soon or ask too often, how else can you be appropriately proactive? By promoting referrals. #advisors #referrals

The most underutilized way to build skill and confidence around speaking to clients about introductions is through practice. #advisors

Todd reveals how he and his team are using video, target marketing, and storytelling to maintain continual growth with ideal clients. #advisors

We usually need to adjust our process or style to remain relevant to the other person. #advisors #business #growth

There is a growing case for financial advisors focusing on affluent women. Women are becoming increasingly financially independent. #advisors

I’ve forced myself to develop some effective strategies and methods for networking that  I hope you will find helpful. #tips #networking

2 important but often overlooked marketing strategies for financial advisors – the concepts of transparency and brevity. #advisors

Some people seem to come into this world looking for ways to provide value to others by advocating for products and services they like. #advisors #CX

First and foremost, anything you use to distinguish yourself must be relevant to your prospect. Otherwise, you might as well be invisible. #advisors

Since money intersects all aspects of one’s life, any life event might be considered a money-in-motion event. #advisors #growth

The dreaded, I already have an advisor. This statement from a prospect will stop most advisors in their tracks. #advisors #prospect

A quick definition and then use The Financial Plan as a way to illustrate the concepts. I’ll also give you a sample word. #advisors #growth

How advisors can make just a few adjustments in their practices to attract more affluent women clients. #advisors #clients #women

Here are two levels of relevance marketing to consider as you message your value proposition. #advisors #relevance #success

The more fluently your prospects can process the information you provide to them, the easier it is for them to make decisions. #advisors #growth

If your prospect doesn’t know they have a problem or they don’t know about an opportunity they really want to capture, then movement will stop.

I suggest that you take the above categories (those that fit your practice or the client) and use this in a way to discuss client expectations. #advisors

This episode will get you talking to yourself about your own current perspective around referrals and personal introductions. #advisors #referrals

A recent study that demonstrated that many clients don’t like to be asked for referrals but actually enjoy making introductions. #referrals

Here are 7 strategies and tactics you and your team can use to enhance your ability to create client loyalty and advocacy. #advisors

Creating value and building stronger relationships with their clients by helping them with both their financial wellness and physical wellness. #wealth

Most financial professionals seem to view the words selling or sales or salesperson as dirty words. Do you? #sales #advisors

A perspective, that if everyone would adopt – not only would they not be afraid of prospecting, the whole concept of prospecting. #prospecting

Here are 11 New Year’s Resolutions you can make and keep! for acquiring more ideal clients in 2023. #advisors #goals

Have been able to significantly reduce the amount of time they spend working so they can have a healthy work-life balance. #balance #life #work

Set behavioral goals to reach your achievement goals. And always consider the obstacles and barriers to success and plan accordingly. #goals

If a Client is Not the Perfect Fit for Your Business, Then You Are Not Perfect for Them #advisors #clientmanagement #success

We interviewed Sandro because of the insight and wisdom he brings to the client acquisition process. #advisors #clients

The following 9 questions are designed to help you both assess your value, and create an action checklist to focus your messaging.

The more valuable you are to them, the more loyal they become and the more referable you become. #advisors #business #success

What is your pre-appointment routine – especially as it relates to getting more and better introductions to Right-Fit clients? #business #growth

How would you like to turn high net worth prospects into clients in the very first meeting, instead of chasing them? #clients #advisors #growth

Here are 5 typical and costly client acquisition mistakes I see professionals make (and how to avoid them) #clients #advisors #growth

Taken directly from my book Radical Relevance, here are the 17 Rules of Radical Relevance. Don’t follow them at your own risk. #business #growth

The keys behind asking for referrals without sounding like that cheesy referral guy. #advisors #business #growth

Here are 5 reasons why you should strongly consider adding Social Event Marketing to your overall client-acquisition plan. #business #growth

Let your clients know that you’re still taking on new clients and that now is a time when so many people are looking for direction they can trust.

Find out what mistake’s advisors are making and why unsolicited referrals are the best way to get new clients. #advisors #referrals 

How might you be sending the wrong message to your clients and centers of influence? #advisors #referrals #business #growth

One way many advisors make it easy and comfortable for their clients to introduce them is by providing them with some sort of tool to use.#growth

Building a referral only practice, you want to attract prospects and build client relationships by making two intertwined connections. #advisors #business

Every now and then I run across a brilliant book that fits in the category of: Darn. I wish I had written this! #growth #business #books

Getting a consistent flow of referrals and introductions from advocates is not just about asking for them. #referrals #advisors #business #growth

There are three important marketing strategies that every top advisor should consider using in their effort to attract more Right-Fit Clients #advisors

Here are are three views on talking about your competitors for you to consider and apply to your business. #advisors #business

Do you need to spend a lot of resources with LinkedIn to be successful in this business? No, probably not. #advisors #linkedin

Do you check in from time to time about your clients’ emotional state related to the work you do? #advisors #fears #investors